Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,353 | $65,034+17.4% | $90,970-16.1% | $79,856-4.4% |
| Participation rate | 41.4% | 61.6%-20.2pp | 69.0%-27.6pp | 69.6%-28.3pp |
| Annual return | 205.67% | 30.45%+175.2pp | 134.60%+71.1pp | 31.71%+174.0pp |
| Employer contribution / active EE | $198 | $1,247-84.1% | $2,122-90.6% | $2,471-92.0% |
| Participant deferral / active EE | $1,324 | $2,512-47.3% | $3,373-60.8% | $3,741-64.6% |
| Admin fee / account holder | $669 | $4,536-85.3% | $5,961-88.8% | $5,306-87.4% |